Connor V.
@ConnorVO
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Building @joinyellowbrick -- Prev: Growth PM @ Rec Room, PM @ Zynga.
Joined July 2015
Social proof is one of the most powerful features in social products and yet is massively under-utilized by almost all social platforms. Let’s explore some ways that Twitter successfully uses social proof and some ways they fall very short Thread👇🧵
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Anyone know the forward returns of insider sales on a 10b5-1 plan that are suddenly 25x bigger than the previous sales after the stock jumps 100% in 3 months? $COIN
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13Fs were filed this week. Here are the portfolio updates for 20 of the top hedge funds: Anything stand out?
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Here are 10 stock pitches from January that were pitched for the first time ever (out of 10,000+ pitches). $PARRO.PA $7841.T $AVNS $ETCG $ABF.L $002050.SZ $RKT $NREST.ST $RKSD $SES.MI I bet you find a stock you haven't heard about yet. Let's take a look:
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I collected the 2025 portfolio updates from 63 blogs (and added another 100 to the website). Here are 17 of the most interesting:
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This is cool
@ElVerdaderoEsp5 We do have the Elite Investor Feeds which only include pitches from the best performing investors - https://t.co/ffPf7cpXJp - and are testing Hedge Fund Watcher which shows the holdings of the top performing hedge funds -
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In 2024, 1910 stocks were added to the Yellowbrick database that were only pitched once. Here are 25 stock pitches you probably haven't seen before:
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I collected 54 new Professional Fund stock pitches this week from Q3 fund letters. Here are 17 of the most interesting:
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I collected 77 new Professional Fund stock pitches this week from Q3 fund letters. Here are 14 of the most interesting:
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The “posts for you” section is literally just 100% Elon Musk posts lol (who’s posts I have never once interacted with)
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I'd bet that the returns of the stock pitches rejected by VIC, MicroCapClub, etc are pretty similar to the ones accepted
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The 20 most held stocks from the Q3 Fintwit portfolios (see linked post): $AMZN: 9 portfolios $MELI: 8 $CSU.TO / $GOOGL: 7 $CRWD / $HIMS / $V: 5 $CPNG / $NVDA / $PYPL / $SE: 4 $ATD.TO / $BN / $DDOG / $IMB.AX / $RGS / $SUP.L / $META / $MSFT / $NU: 3 https://t.co/2Gqa8iOk5I
Everyone is posting their Q3 returns and holdings, so I collected them all (30+). Here are the stocks everyone is holding:
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Everyone is posting their Q3 returns and holdings, so I collected them all (30+). Here are the stocks everyone is holding:
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Nah. More money / easier to raise = more startups = more world changing companies
The biggest problem of venture capital right now is we have made entrepreneurship too safe a career path. Starting a company should be for the crazy, for the obsessed. Instead, it is for the rational. Leave top tier university, raise VC. Own your own time, work on something
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Here are 25 of the best-performing Fintwit stock pitches of all time: *part of my weekend crusade to prove that Fintwit is awesome
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“Yes, all reputable historians have pointed out my theses on WW2 are garbage, but I gained a lot of subscribers” is quite telling
Martyr Made is still holding steady as the #1 podcast on iTunes. I appreciate that people are willing to listen and think for themselves. Here is The Anti-Humans, about the Soviet conquest of Eastern Europe. Listener discretion is advised. I mean it.
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25 more stock pitches from 25 different Q2 fund letters (pt 2 since the first one was well-received):
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It's fun how in 50% of programs you use shift + enter to go to a new line and enter to submit, but the other 50% of programs work the exact opposite
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The definitive list of fintwit faves based on 1759 unique pitches since June 1 in the Yellowbrick database. h/t @david_katunaric for the idea $AMZN at #1 w/ 13 Interesting: - $EVO.ST at #2 (10) - $APP at #3 (7) - $DRX.TO / $WOSG.L with 5 All of the most mentioned:
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